Driving Lightning

Extrapolating historical performance, iPhone preorder sales and iPhone 6 ASPs, first weekend iPhone 6 sales could be > US$10 billion. #ygmd

37 degrees F (2.7 C) this morning. Good thing it is still summer.

Many of the comments about 6+ has been about delivery times, not orders. This data suggests that is a supply constraint, not excess demand.

Amazed how much power output we get from our @nece @SunPower panels on cloudy days. Presently 2.5kW (1/4 power) on an overcast day at 10am.

Good for Motorola. They have a history of iconic products, so it’s nice to know they’ve still got it. #ygmd theverge.com/2014/9/5/61089…

Latest iPhone preorder size data: n=152 in 16 countries, 76% 4.7-in iPhone 6s, 24% 5.5-in iPhone 6+s. Still running 3:1 in favor of 4.7-in

iPhone sizes ordered survey results: n=142, 4.7-inch iPhone 6 = 77%, 5.5-inch iPhone 6+ = 23%. iPhone 6 orders 3x those of iPhone 6+. #ygmd

Great to be home in Boston again. Two weeks on the road is too long.

Based on preorders and buying intent data, iPhone 6 will be the best selling smartphone of all time—until iPhone 6S (for sapphire). #ygmd

Thanks to everyone who took the time to answer. It’s not much, but it’s the best data I’ve seen so far. You guys rock.